Document Management

Does everyone seem to have their own way of filing documents?  Do you find the Windows tree-views to be complex and cumbersome?

Let Efficy help you file and manage your documents. No more wasted time when you are looking for a document or when you want to file it in two or three different folders. With Efficy CRM, your documents are centralised and always ready for consultation, on Intranet as well as Internet.

 100% Economic

Are you a PC or a Mac person? An iPhone or BlackBerry fan? Do you prefer Microsoft Office or Open Office? Whatever your preferences are, Efficy is able to adapt to your technology choices! Efficy is one of the most open CRMs on the market and can integrate several different “worlds” of technologies. 

Would you like to reduce paper processing? Efficy is compatible with any type of scanner (TWAIN or networks) or fax system. You can reduce paper flow both inside and outside of your business. Furthermore, Efficy CRM allows your associates to quickly and permanently have access to your company’s documents from whichever source (fax, e-mail, letter, internal document).

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 Metadata

Due to a dynamic management of metadata, Efficy CRM differentiates your documents according to whether they are purchase orders, invoices, contracts, offers, etc. Furthermore, Efficy’s multidimensional structure makes a completely new kind of filing system available to you. You're no longer limited to a one-dimensional arrangement as in Windows. You can now link your documents with different entities such as projects, clients, contacts etc. without any limits. With each link, a new bridge is built that connects to your information.

Data Access

Efficy CRM guarantees an easy and immediate access to documents.  Each “bridge” lets you find the information you want in an unambiguous way. Efficy CRM also allows you to do “full text” searches in documents and their contents (even in PDF formats). In addition to this multidimensional filing, by using this gross search, Efficy empowers you with an extra search method.

All your documents are stored in a database, which greatly facilitates backup procedures. What’s more, you enjoy maximum security due to an option which replicates your database every quarter of an hour in our data centres.

Access to documents is, of course, protected. Unauthorized persons are denied access to information that does not concern them.

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